See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,313 | $201,272-65.1% | $184,203-61.8% | $145,922-51.8% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 17.16% | 29.00%-11.8pp | 28.81%-11.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,579 | $7,022-63.3% | $6,427-59.9% | $4,660-44.7% |
| Participant deferral / active EE | $6,496 | $9,806-33.7% | $9,131-28.9% | $6,688-2.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |